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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Filed as: AON HEWITT Service code 11 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $597,618 |
CONDUENT HR CONSULTING, LLC3 years Service code 13 · EIN 81-2983623 | Contract Administrator | $265,123 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET TRUST CO Service code 25 | Directed Trustee | $106,024 |
ALVAREZ & MARSAL TAXAND, LLC3 years Filed as: ALVAREZ & MARSAL HOLDINGS, LLC Service code 16 · EIN 56-2409465 | Consulting | $40,819 |
CURCIO WEBB1 year Filed as: CURCIO WEBB, LLC Service code 16 · EIN 36-4171366 | Consulting | $33,848 |
ANTON COLLINS MITCHELL LLP2 years Filed as: ACM LLP Service code 10 · EIN 01-0724563 | Accounting | $27,874 |
MERCER5+ years Filed as: PAVILION ADVISORY GROUP Service code 27 227 W MONROE ST, STE 2020 · CHICAGO, IL 60606 | Advisory (Plan) | $27,712 |
HOLLAND & KNIGHT2 years Filed as: HOLLAND & HART LLP Service code 29 · EIN 84-0382505 | Legal | $6,965 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | -83.43% | 4.63%-88.1pp | 29.77%-113.2pp | 12.16%-95.6pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |